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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Thomas Bair (CRD# 5857983) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 13 years of experience in the finance industry.
Robert Baldacci (CRD# 3037308) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 25 years of experience in the finance industry.
Sharon Bargetto (CRD# 2253141) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Scotts Valley, CA and has over 21 years of experience in the finance industry. Sharon Bargetto has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Howard Barkley (CRD# 1769999) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Monterey, CA and has over 36 years of experience in the finance industry.
Allison Barrientos (CRD# 6091252) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Monterey, CA and has over 11 years of experience in the finance industry. Allison Barrientos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cassandra Bartlett (CRD# 4125429) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carmel, CA and has over 24 years of experience in the finance industry.
Bruce Barton (CRD# 2175965) is an Investment Advisor Representative working at Parkworth Wealth Management, Inc. in Los Gatos, CA and has over 21 years of experience in the finance industry. Bruce Barton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Milind Bedekar (CRD# 2679053) is an Investment Advisor Representative working at Technovision Management LLC in Saratoga, CA and has over 27 years of experience in the finance industry.
Mary Bellizzi (CRD# 4722632) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Aptos, CA and has over 20 years of experience in the finance industry.
Dorothy Belville (CRD# 718668) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Monterey, CA and has over 42 years of experience in the finance industry. Dorothy Belville has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.